DCPA24LL02. Enhancing Your Small Business Clients' Success Through Financing Advisory Services

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More small businesses (SMBs) are seeking their accountant's expertise in navigating funding opportunities. As their most trusted advisor, you are ideally positioned to assist. Join us for lunch as we explore how to provide financing advisory services to your SMB clients, enabling them to efficiently secure SBA 7(a) loans, term loans, working capital, and beyond. This not only boosts your firm’s revenue but also creates a lasting positive impact on your clients’ futures.


Learning Objectives:

  • Analyze current economic and business trends affecting your clients
  • Understand the role of Financing Advisory Services (FAS) and its influence on client relationships and revenue growth
  • Develop a strategy and framework to integrate FAS into your firm’s offerings

Speakers

Image of Corey Falkin

Corey Falkin

Partner Relationship Manager
Biz2Credit
Image of Matt Elwell

Matt Elwell

Product Account Manager - Financing Advisory Services
CPA.com